See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,379 | $46,732-65.0% | $156,549-89.5% | $55,167-70.3% |
| Participation rate | 68.9% | 65.8%+3.1pp | 84.0%-15.2pp | 69.0%-0.1pp |
| Annual return | -1.06% | 17.72%-18.8pp | 32.23%-33.3pp | 169.23%-170.3pp |
| Employer contribution / active EE | $630 | $2,105-70.1% | $5,501-88.5% | $1,963-67.9% |
| Participant deferral / active EE | $1,141 | $2,204-48.2% | $4,871-76.6% | $3,054-62.6% |
| Admin fee / account holder | $20 | $418-95.2% | $13,027-99.8% | $504-96.0% |